Job Summary

Role Title: Sales Executive

Department: Finserv

Location: Pune

Work mode: Onsite

Employment Type: Full Time

Role Overview

As a Field Sales Executive to drive customer acquisition and sales of financial products such as credit cards, personal loans, home loans, and insurance . The role involves engaging with walk-in customers, generating and following up on leads, explaining product advantages and eligibility, assisting customers with digital applications and KYC processes, and ensuring successful conversions.

Key Roles and Responsibilities
- 1-3 years of field sales experience, preferably in credit cards, personal loans, insurance, banking, fintech or telecom.
- Strong face-to-face sales and product-pitching ability.
- Ability to approach walk-in customers and identify suitable banking-product opportunities.
- Basic understanding of credit cards, personal loans, home loans and insurance.
- Ability to explain eligibility, fees, benefits, interest rates and required documents clearly.
- Lead generation, follow-up and conversion skills.




- Basic knowledge of KYC documents, CIBIL score and application processes.
- Comfortable assisting customers with digital application forms, document uploads and video KYC.
- Good communication in Hindi and the local language; basic Hindi is desirable.
- Ability to build relationships with Nodal Managers and coordinate with telecallers and banking partners.
- Basic Excel, WhatsApp, email and CRM knowledge.
- Target-oriented, disciplined and comfortable working independently.
- Willingness to conduct local visits, awareness activities and customer camps when required.
- High integrity and strict handling of confidential customer information.
- No false commitments or misselling of financial products.

Qualification
- Education: Bachelor s degree in sales marketing or Business Administration or Business Management.

Experience Required
- 0 - 2 years relevant experience (especially in banking or similar industry)

Technic

📌 Sales Executive- Finserv (Pune)
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